Carson Wealth

JUNE 9, 2025

The good news is we do anticipate the US may play catch up the rest of 2025, but big picture, this is a global bull market and investors are being rewarded for being in risk assets. This was in sharp contrast to all the recession calls you saw in 2022 and 2023, including signals from other popular leading economic indicators.

Economics

Wealth Management

AUGUST 1, 2025

based independent broker/dealer which has 3,000 advisors and $305 billion in assets, for a purchase price of about $2.7 On an earnings call Thursday evening, President and CFO Matt Audette said his firm expects to move Commonwealth assets onto the LPL platform in the fourth quarter of 2026, a little later than its original timeframe.

Recruitment

Discipline Funds

MARCH 10, 2025

But 20 years is a long time and most of us aren’t disciplined to let our assets sit around for 20 years because we live our lives in the present. It’s a long-term instrument that exacerbates that asset-liability mismatch in our lives. Of course, you can build multi-asset portfolios many different ways.

Portfolio

Abnormal Returns

AUGUST 5, 2025

Quant stuff A round up of recent white papers including 'The Spectrum of Infrastructure Assets' (bpsandpieces.com) LLMs are still hallucinating non-existent economics papers. papers.ssrn.com) How asset managers are deploying AI. ft.com) 'Personalist autocracies' are not great for economic growth. papers.ssrn.com)

Economics

Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. But it helps illustrate the importance of diversifying within an asset class like fixed income. Morgan Asset Management. But correlations shift over time and within the asset class itself. Morgan Asset Management.

Risk Tolerance

Carson Wealth

JULY 16, 2025

Asset allocation, ETFs, yield curves…What does it all mean? Risk tolerance and asset allocation? Asset Allocation Asset allocation is how you spread your investments across different categories, like stocks, bonds, and cash. It’s often characterized by economic pessimism and declining investor confidence.

Investments

Wealth Management

JUNE 27, 2025

Michael received his Bachelor of Arts in Economics from the University of California, Los Angeles. Before joining AssetMark, Michael was a Senior Vice President at Fidelity’s Institutional Wealth Services. He began his career in public accounting at Coopers & Lybrand, LLC.

Estate Planning

Nerd's Eye View

APRIL 16, 2025

A rapid sequence of policy announcements and reversals has created volatility across nearly every asset class, with the S&P 500 falling to near-bear-market levels before rebounding sharply. The White House's tariff policies have dominated headlines in recent weeks, raising concerns among investors, consumers, and businesses.

Clients

Abnormal Returns

JANUARY 17, 2025

podcasts.apple.com) Katie Gatti Tassin talks about the economics of weight loss drugs. joincolossus.com) Finance Josh Brown talks with Owen Lamont of Acadian Asset Management about the 'Seven pillars of market bubbles.' youtube.com) Stephen Dubner on the crisis facing residential real estate brokers.

Economics

Wealth Management

AUGUST 6, 2025

A, B and C would make grants, in turn, to organizations in the foreign country where the Foundation engages in, to promote projects related to the furtherance of education, the arts for individuals, including children and teenagers and, health, welfare and access for the elderly in economically disadvantaged communities.

Estate Planning

Yardley Wealth Management

AUGUST 20, 2024

Fluctuations in stock prices, interest rates, and economic indicators can trigger fear and uncertainty, leading many to abandon their financial plans in favor of reactive decision-making. Rebalance Regularly: Market volatility can cause your asset allocation to drift away from your target mix of investments.

Financial Planning

Diamond Consultants

DECEMBER 18, 2024

For an advisor who wants to maximize the economics of a transition, a move to another traditional firm before sunsetting may be a better route ( move once, monetize twice ). Many big firms report some scary data around advisor asset portability. Advisors who move experience significant shrinkage in their business. time and 2.)

Recruitment

Wealth Management

AUGUST 4, 2025

There are 557 PEPs as of 6/30/25, not all active, and 176 PPPs, which seems like a lot, yet there are 806,000 single DC plans, thousands of compliance-only TPAs, almost 12,000 RPAs and another 60,000 advisors with significant DC assets under management and 40 national record keepers, and another estimated 160 regionals. 2% of DC assets.

Estate Planning

The Big Picture

MARCH 6, 2025

How should investors view the relationship between trade policy and inflation in the current economic environment? Gwinn Professor of Economics Masters in Business (coming soon) ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. What was it about?

Economy

Wealth Management

JUNE 10, 2025

David Armstrong , Executive Director, Content and User Engagement at WealthManagement.com June 10, 2025 Economic uncertainty, heightened volatility and on-again, off-again trade policies are challenging for investors.

Wealth Management

Discipline Funds

NOVEMBER 20, 2024

I hesitate to criticize Saylor because this bet has worked out brilliantly so far, but that doesn’t change the way economics and finance works. The difference between him and Buffett is that he isn’t using organic cash flows to fund the asset purchases and is instead getting his fiat from lenders. b) If yes, then how much?

Insurance

Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Again, every recession or economic downturn is different. This led to a selloff of risk assets, resulting in a significant decline in the stock market, but mostly stable bond performance.

Marketing

WiserAdvisor

JUNE 16, 2025

High-net-worth individuals are typically categorized as those with over $1 million in liquid assets. million or $750,000 in investable assets to meet certain regulatory definitions. One impulsive decision or economic downturn can turn the tables over. are some high-value assets that can be vulnerable to theft and damage.

Wealth Management

International College of Financial Planning

JUNE 17, 2025

Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country. Strategic Recommendations Broaden Asset Classes: Expand beyond U.S.

Compliance

Yardley Wealth Management

DECEMBER 17, 2024

Understanding the Current Economic Landscape Before diving into goal-setting, it’s crucial to acknowledge the economic environment we’re navigating. The past few years have taught us valuable lessons about the importance of building resilient financial strategies that can weather various economic conditions.

Financial Planning

Carson Wealth

JULY 8, 2025

It gives you the freedom to fine-tune and manage your level of risk and comfort, meet a variety of goals with different timelines, invest only in companies that share your ethical views, help minimize your tax liability, and pivot as your life evolves and economic conditions shift. These are the basic building blocks of any portfolio.

Portfolio

Nationwide Financial

AUGUST 21, 2024

A balanced mix of stocks and bonds in a portfolio typically works well for managing risk because the two asset classes exhibit negative correlation, meaning they tend to perform differently in similar market conditions. That changed with the onset of the COVID pandemic.

Portfolio

Steve Sanduski

JULY 15, 2025

Edward is the author of a new book called Chokepoints: American Power in the Age of Economic Warfare. If you are advising clients with global exposure, supply chain risk, or dollar-based portfolios, this conversation is your blueprint for spotting how economic statecraft often moves markets before headlines do.              .

Portfolio

Discipline Funds

APRIL 7, 2025

This whole thing really blows my mind because this was never a controversial topic in economics. The Defined Duration strategy is a bucketing style strategy that implements a financial planning based asset-liability matching strategy. This time I touched on tariffs, how they work, the many myths around them and why they’re bad.

Portfolio

Trade Brains

JUNE 30, 2025

What does this mean for your digital assets? Cryptocurrencies often react as risk-on assets. Meme coins and speculative assets are especially vulnerable. Investors typically dump riskier holdings during economic stress. Economic instability often drives investors to hard assets. dollar might erode.

Marketing

Harness Wealth

APRIL 4, 2025

In transactions between unrelated parties, economic forces such as the law of supply and demand produce a fair price; when the entities to the transaction are controlled by the same party, the pricing of the transaction is within the groups control. billion in assets tied to criminal activity, and obtain $1.4 Wrappe, J.D.,

Taxes

Carson Wealth

JUNE 27, 2025

To prepare for these events, you must have enough assets—or access to enough assets—to survive, recover, and move on. By spreading your investments across different asset classes—stocks, bonds, real estate, and alternative investments—you can help minimize the impact of market volatility.

Financial Planning

The Big Picture

JULY 1, 2025

She runs their private internal fund, about $108 billion that she manages primarily in fixed income, private credit, a variety of other assets. Bachelor’s in economics and a BS in computer science from Wellesley in Boston and then an MBA from Harvard Business School. Swiss Ray is a global, very well known insurer and reinsurer.

Investments

Validea

DECEMBER 20, 2024

The conversation covers crucial topics including: How pod shops attract and compensate top trading talent The economics and fee structures of modern hedge funds Risk management challenges when running multiple strategies The evolution from traditional hedge funds to pod shop models The impact of growing assets under management on performance The emergence (..)

Risk Management

Yardley Wealth Management

JUNE 11, 2025

8 Asset allocation is an approach to help manage investment risk but it does not guarantee against investment loss. By investing in multiple asset classes, which have varying drivers of returns, your portfolio might be positioned to weather different market and economic environments. Canada, and beyond, gold, and real estate.

Investments

SEI

JULY 15, 2025

Asset management Connecting investors to what matters most, so they can achieve their goals and make confident decisions. To qualify as a BDC, at least 70% of a fund’s assets must be invested in U.S.-based Economic downturns can disproportionately impact these businesses. Please note that (i) any discussion of U.S.

Distribution

Yardley Wealth Management

JULY 9, 2025

In 1916, the number of stocks represented by the DJIA increased to 20 and remained at that level until moving up to its current 30-count in 1928 to reflect the (soon-to-end) economic boom of the Roaring 1920s. 21 Stock index investing has grown into a major industry, with assets totaling more than $15 trillion.

Marketing

International College of Financial Planning

JULY 11, 2025

It calls for the ability to connect the dots – between economic events, investor psychology, personal goals, and long-term asset behaviour. Understanding market trends requires more than reading charts or balance sheets. It means asking better questions, filtering out noise, and grounding every action in logic, not emotion.

CFP

Yardley Wealth Management

SEPTEMBER 10, 2024

By spreading your investments across various asset classes, sectors, and geographic regions, you can reduce your portfolio’s overall risk. Consider allocating your assets among stocks, bonds, real estate, and alternative investments. Keep yourself updated on market trends, economic indicators, and investment strategies.

Retirement

Discipline Funds

APRIL 30, 2025

The NBER defines a recession as A significant decline in economic activity that is spread across the economy and lasts more than a few months. It’s always a satellite asset that insures you over a specific time period. This is a shorthand rule created in the 1970s by Julius Shiskin, a former commissioner at the BLS.

Insurance

Trade Brains

JUNE 10, 2025

But beneath this surface-level move lies a far more intricate interplay of economics, sectoral impact, and capital allocation—especially when considering where to invest next: in fixed deposits (FDs) or debt mutual funds. The Real Economic Undercurrent A CRR cut is not just a technical move.

Banking

Trade Brains

JULY 14, 2025

Asia’s third-largest economy is rapidly becoming a safe harbour for digital assets. This was followed by a requirement that exchanges must now keep 95% of user assets in ultra-secure cold storage. Japan implemented mandatory asset segregation and compensation funds. India currently wrestles with regulatory uncertainty.

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